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Wealthspire Advisors (New York)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.31M Buy
11,853
+31
+0.3% +$19.6K 0.06% 134
2025
Q4 		$7.13M Sell
11,822
-3,071
-21% -$1.84M 0.06% 134
2025
Q3 		$8.88M Sell
14,893
-435
-3% -$255K 0.05% 124
2025
Q2 		$8.68M Sell
15,328
-1,441
-9% -$773K 0.05% 131
2025
Q1 		$8.95M Buy
16,769
+934
+6% +$530K 0.05% 122
2024
Q4 		$9.02M Buy
15,835
+829
+6% +$486K 0.09% 110
2024
Q3 		$8.55M Buy
15,006
+3,326
+28% +$1.83M 0.09% 115
2024
Q2 		$6.25M Sell
11,680
-643
-5% -$346K 0.08% 101
2024
Q1 		$6.86M Sell
12,323
-260
-2% -$135K 0.09% 98
2023
Q4 		$6.38M Sell
12,583
-151
-1% -$70.1K 0.09% 103
2023
Q3 		$5.82M Sell
12,734
-215
-2% -$103K 0.1% 99
2023
Q2 		$6.2M Sell
12,949
-656
-5% -$299K 0.1% 90
2023
Q1 		$6.24M Buy
13,605
+2,346
+21% +$1.09M 0.11% 86
2022
Q4 		$4.99M Sell
11,259
-1,847
-14% -$817K 0.09% 99
2022
Q3 		$5.26M Buy
13,106
+441
+3% +$195K 0.11% 88
2022
Q2 		$5.24M Buy
12,665
+3,663
+41% +$1.65M 0.11% 84
2022
Q1 		$4.42M Sell
9,002
-2,391
-21% -$1.16M 0.1% 81
2021
Q4 		$5.9M Sell
11,393
-3,008
-21% -$1.53M 0.13% 76
2021
Q3 		$6.92M Buy
14,401
+3,881
+37% +$1.91M 0.14% 74
2021
Q2 		$5.17M Buy
10,520
+101
+1% +$49.8K 0.14% 68
2021
Q1 		$4.96M Buy
10,419
+1,317
+14% +$600K 0.12% 89
2020
Q4 		$3.82M Buy
9,102
+7,084
+351% +$2.73M 0.11% 87
2020
Q3 		$684K Sell
2,018
-80
-4% -$27.3K 0.04% 154
2020
Q2 		$681K Sell
2,098
-9,532
-82% -$2.89M 0.05% 131
2020
Q1 		$3.06M Buy
11,630
+9,532
+454% +$3.23M 0.13% 90
2019
Q4 		$788K Buy
2,098
+154
+8% +$55.7K 0.06% 77
2019
Q3 		$685K Buy
1,944
+300
+18% +$105K 0.06% 65
2019
Q2 		$583K Hold
1,644
– – 0.05% 47
2019
Q1 		$568K Hold
1,644
– – 0.05% 30
2018
Q4 		$498K Buy
+1,644
New +$547K 0.05% 35

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.26% in Q1 2026, buying an estimated $19.6K and bringing the position to 11,853 shares worth $7.31M. The position accounts for 0.06% of the portfolio, ranked #134.

Wealthspire Advisors (New York) first reported a position in MDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.02M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Wealthspire Advisors (New York) held 11,853 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.31M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 31 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $19.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #134 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.02M in Q4 2024.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.